The ReconnaissanceBriefing dossier before a meeting

The situation

Tomorrow you meet the customer you have been exchanging emails, chats and minutes with for months. Who committed to what is scattered across many places.

The cut

After

Goal: Prepare me for the meeting [Meeting, e.g. title of the meeting] on [Date] with [Counterpart, e.g. person or company].

Source: My emails, chats, meetings and files about [Counterpart, e.g. person or company] from [Period, e.g. the last three months].

Expectations:
1. Where things stand, in three sentences.
2. Open commitments: what I promised and what the other side promised, each with date and source.
3. Topics that stayed open at the last contact.
4. Two questions I can use to open the meeting.
Mark every detail that is based on only a single source.

With a license for Microsoft Copilot. Without a copy button: select the text and copy it with Ctrl+C.

How to use it

1. Open it in Microsoft Copilot with a license, fill in the fields, send.
2. Compare the open commitments with the linked sources.
3. Confirm details that rest on only one source before the meeting, or leave them out.
4. Without a license: upload the most important emails or minutes as files and change the “Source” line to “the attached files”.

How to spot a good answer

• Where things stand, in three sentences.
• Commitments from both sides with date and source.
• Marked details that rest on only one source.
• Two opening questions.

The check

Measure the preparation time per customer meeting, for five meetings with and five meetings without the dossier.

Limits

• According to Microsoft, only licensed Microsoft Copilot automatically uses emails, chats, meetings and files through Microsoft Graph. Microsoft Copilot Chat without a license does not.
• According to Microsoft, the answer only sees content you have access to.
• Verbal agreements without a note are missing from the dossier.

Sources

Microsoft Learn: What is Microsoft Copilot?, Microsoft Learn: Overview of Microsoft Copilot Chat. As of October 15, 2026.

Mark as practiced

Prefer to practice with guidance? Live course “Copilot Ninja in 4 Wochen” (in German) at the Power Platform Academy

Pass it on

Technique 8 from the PowerPlatformAcademy Dojo: The Reconnaissance. Before the customer meeting, the open commitments of both sides with date and source. Free to copy, with a source on Microsoft Learn.

https://copilot.ninja/en/techniken/dossier-vor-der-besprechung/

Combo